Plancorp LLC’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
21,648
-841
| -4% | -$36.4K | 0.03% | 157 |
|
|
2025
Q1 | $1.02M | Buy |
22,489
+762
| +4% | +$34.6K | 0.04% | 144 |
|
|
2024
Q4 | $869K | Buy |
21,727
+110
| +0.5% | +$4.4K | 0.04% | 140 |
|
|
2024
Q3 | $971K | Buy |
21,617
+725
| +3% | +$32.6K | 0.04% | 131 |
|
|
2024
Q2 | $862K | Buy |
20,892
+170
| +0.8% | +$7.01K | 0.04% | 137 |
|
|
2024
Q1 | $870K | Buy |
20,722
+3,005
| +17% | +$126K | 0.04% | 131 |
|
|
2023
Q4 | $668K | Buy |
17,717
+1,290
| +8% | +$48.6K | 0.03% | 140 |
|
|
2023
Q3 | $532K | Sell |
16,427
-1,347
| -8% | -$43.7K | 0.03% | 147 |
|
|
2023
Q2 | $661K | Sell |
17,774
-68
| -0.4% | -$2.53K | 0.04% | 132 |
|
|
2023
Q1 | $694K | Sell |
17,842
-489
| -3% | -$19K | 0.04% | 134 |
|
|
2022
Q4 | $722K | Buy |
18,331
+1,306
| +8% | +$51.5K | 0.04% | 121 |
|
|
2022
Q3 | $646K | Sell |
17,025
-225
| -1% | -$8.54K | 0.04% | 118 |
|
|
2022
Q2 | $875K | Buy |
17,250
+587
| +4% | +$29.8K | 0.06% | 103 |
|
|
2022
Q1 | $849K | Buy |
16,663
+648
| +4% | +$33K | 0.06% | 109 |
|
|
2021
Q4 | $832K | Sell |
16,015
-502
| -3% | -$26.1K | 0.05% | 111 |
|
|
2021
Q3 | $892K | Buy |
16,517
+166
| +1% | +$8.97K | 0.06% | 103 |
|
|
2021
Q2 | $916K | Buy |
16,351
+170
| +1% | +$9.52K | 0.07% | 94 |
|
|
2021
Q1 | $941K | Buy |
16,181
+40
| +0.2% | +$2.33K | 0.21% | 85 |
|
|
2020
Q4 | $948K | Buy |
16,141
+756
| +5% | +$44.4K | 0.23% | 78 |
|
|
2020
Q3 | $915K | Sell |
15,385
-1,351
| -8% | -$80.3K | 0.28% | 67 |
|
|
2020
Q2 | $923K | Sell |
16,736
-952
| -5% | -$52.5K | 0.28% | 64 |
|
|
2020
Q1 | $950K | Buy |
17,688
+248
| +1% | +$13.3K | 0.37% | 53 |
|
|
2019
Q4 | $1.07M | Sell |
17,440
-165
| -0.9% | -$10.1K | 0.33% | 59 |
|
|
2019
Q3 | $1.06M | Buy |
17,605
+374
| +2% | +$22.6K | 0.41% | 45 |
|
|
2019
Q2 | $984K | Sell |
17,231
-844
| -5% | -$48.2K | 0.39% | 49 |
|
|
2019
Q1 | $1.07M | Buy |
18,075
+1,864
| +11% | +$110K | 0.4% | 57 |
|
|
2018
Q4 | $911K | Sell |
16,211
-2
| -0% | -$112 | 0.41% | 56 |
|
|
2018
Q3 | $866K | Sell |
16,213
-7,884
| -33% | -$421K | 0.34% | 68 |
|
|
2018
Q2 | $1.21M | Sell |
24,097
-77
| -0.3% | -$3.87K | 0.48% | 45 |
|
|
2018
Q1 | $1.16M | Sell |
24,174
-196
| -0.8% | -$9.37K | 0.37% | 46 |
|
|
2017
Q4 | $1.29M | Buy |
24,370
+240
| +1% | +$12.7K | 0.42% | 44 |
|
|
2017
Q3 | $1.2M | Buy |
24,130
+13
| +0.1% | +$644 | 0.35% | 45 |
|
|
2017
Q2 | $1.08M | Sell |
24,117
-537
| -2% | -$24K | 0.32% | 52 |
|
|
2017
Q1 | $1.2M | Buy |
24,654
+1,018
| +4% | +$49.7K | 0.35% | 47 |
|
|
2016
Q4 | $1.26M | Sell |
23,636
-356
| -1% | -$19K | 0.36% | 45 |
|
|
2016
Q3 | $1.25M | Buy |
23,992
+9,732
| +68% | +$506K | 0.79% | 35 |
|
|
2016
Q2 | $796K | Buy |
+14,260
| New | +$796K | 0.71% | 27 |
|
|
2016
Q1 | – | Sell |
-14,260
| Closed | -$659K | – | 79 |
|
|
2015
Q4 | $659K | Buy |
+14,260
| New | +$659K | 0.79% | 31 |
|
|
2015
Q2 | – | Sell |
-14,410
| Closed | -$701K | – | 107 |
|
|
2015
Q1 | $701K | Buy |
14,410
+6,587
| +84% | +$320K | 0.7% | 33 |
|
|
2014
Q4 | $366K | Sell |
7,823
-420
| -5% | -$19.7K | 0.38% | 42 |
|
|
2014
Q3 | $411K | Buy |
+8,243
| New | +$411K | 0.43% | 52 |
|
|
2014
Q2 | – | Sell |
-10,480
| Closed | -$498K | – | 116 |
|
|
2014
Q1 | $498K | Buy |
10,480
+1,672
| +19% | +$79.5K | 0.34% | 58 |
|
|
2013
Q4 | $435K | Buy |
+8,808
| New | +$435K | 0.38% | 53 |
|